APO icon

Apollo Global Management
APO

Overview Fund Activity

931 hedge funds and large institutions have $40B invested in Apollo Global Management in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+46
Holders Change %
+5.2%
% of All Funds
13.54%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.76%
New
120
Increased
348
Reduced
290
Closed
64
Calls
$972M
Puts
$780M
Net Calls
+$192M
Net Calls Change
+$196M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.13B
2
Capital Research Global Investors
Capital Research Global Investors
California
$870M
3
Millennium Management
Millennium Management
New York
$686M
4
UBS AM
UBS AM
Illinois
$508M
5
Viking Global Investors
Viking Global Investors
Connecticut
$115M

Top Sellers

1
BlackRock
BlackRock
New York
$2.81B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$644M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$5.84M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$3.58M
5
SOMRS
State of Michigan Retirement System
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
801
SOA Wealth Advisors
New York
$127K – – –
JSAM
802
J. Safra Asset Management
New York
$120K +$78.9K +668 +192%
HWA
803
Heritage Wealth Advisors
Virginia
$118K – – –
PFBT
804
Parkside Financial Bank & Trust
Missouri
$112K +$6.14K +52 +6%
BTI
805
Blue Trust Inc
Georgia
$109K +$59.1K +526 +118%
BCP
806
Blue Chip Partners
Michigan
$109K -$4.84K -41 -4%
WPWM
807
Western Pacific Wealth Management
Illinois
$108K -$6.85K -58 -6%
PAI
808
Pittenger & Anderson Inc
Nebraska
$106K +$106K +900 New
TPCW
809
TD Private Client Wealth
New York
$106K +$87.6K +742 +473%
Fifth Third Bancorp
810
Fifth Third Bancorp
Ohio
$97.6K +$96.8K +820 +11,714%
SAM
811
Smartleaf Asset Management
Massachusetts
$97K +$32.5K +275 +50%
Jones Financial Companies
812
Jones Financial Companies
Missouri
$96.6K -$44.5K -377 -32%
MA
813
Montag & Associates
Georgia
$94.5K – – –
WT
814
Washington Trust
Rhode Island
$89.4K +$6.73K +57 +8%
HNB
815
Huntington National Bank
Ohio
$87.3K +$31K +263 +55%
BWL
816
Bogart Wealth LLC
Virginia
$85.2K – – –
HWMC
817
Heritage Wealth Management (California)
California
$85.1K +$85.1K +721 New
MG
818
Mather Group
Illinois
$81.3K +$72.5K +645 +827%
MWA
819
Moser Wealth Advisors
Washington
$79.8K – – –
AF
820
Allworth Financial
California
$76.9K +$4.34K +36 +6%
WTC
821
WhitTier Trust Company
Nevada
$75.8K -$1.06K -9 -1%
OCM
822
Orion Capital Management
California
$70.8K – – –
MSWM
823
Mowery & Schoenfeld Wealth Management
Illinois
$63.1K +$63.1K +534 New
CPG
824
Cornerstone Planning Group
New Jersey
$60.3K -$3.27K -33 -5%
JWM
825
Janiczek Wealth Management
Colorado
$60.1K – – –
31 32
33
34 35